See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,283 | $112,096-28.4% | $95,952-16.3% | $158,922-49.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 22.88% | 171.09%-148.2pp | 91.61%-68.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,918 | $3,198-40.0% | $2,541-24.5% | $4,761-59.7% |
| Participant deferral / active EE | $3,012 | $4,784-37.0% | $4,167-27.7% | $5,982-49.7% |
| Admin fee / account holder | $75 | $10,130-99.3% | $6,795-98.9% | $11,246-99.3% |